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Millstone Evans Group’s Phillips 66 PSX Stock Holding History

Millstone Evans Group’s Portfolio PSX Stock Details PSX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$20.5K Sell
121
-360
-75% -$62K 0.01% 496
2026
Q1 		$87.6K Hold
481
– – 0.05% 244
2025
Q4 		$62.1K Hold
481
– – 0.04% 293
2025
Q3 		$65.4K Hold
481
– – 0.04% 266
2025
Q2 		$57.4K Hold
481
– – 0.04% 275
2025
Q1 		$59.4K Hold
481
– – 0.04% 266
2024
Q4 		$54.8K Buy
+481
New +$61.2K 0.04% 275

Other funds holding PSX

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Millstone Evans Group's PSX Position: Q2 2026 in Review

Millstone Evans Group reduced its Phillips 66 (PSX) stake by 75% in Q2 2026, selling an estimated $62K and leaving 121 shares worth $20.5K. The position accounts for 0.01% of the portfolio, ranked #496.

Millstone Evans Group first reported a position in PSX in Q4 2024 and has held it in 7 quarters since. The position peaked at $87.6K in Q1 2026. 1,770 funds tracked by Wall St. Rank hold PSX as of Q2 2026.

  • Millstone Evans Group held 121 shares of Phillips 66 worth $20.5K as of Q2 2026.
  • Millstone Evans Group sold 360 Phillips 66 shares in Q2 2026, an estimated $62K.
  • Phillips 66 made up 0.01% of Millstone Evans Group's portfolio in Q2 2026, its #496 holding.
  • Millstone Evans Group first reported a position in Phillips 66 in Q4 2024 and has held it in 7 quarters since.
  • Millstone Evans Group's Phillips 66 position peaked at $87.6K in Q1 2026.
  • 1,770 funds tracked by Wall St. Rank held Phillips 66 as of Q2 2026.

Based on Millstone Evans Group's 13F filing for Q2 2026, filed 11 Aug 2026.